Category: Social Security

Episode 254: Tax Maps Explained: How to Make Smarter Retirement Tax Decisions with Joe Elsasser

In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia welcome Joe Elsasser, founder of Covisum and author ...

Episode 246: Why 100% Bonds May Not Be the Safest Retirement Portfolio

In this live Retire With Style Q&A, Wade Pfau and Alex Murguia tackle a wide range of retirement planning questions, ...

Episode 242: Why Playing It Safe in Retirement Can Actually Be Risky

In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau dive into various aspects of retirement planning, focusing ...

Episode 240: Does Sequence Risk Last Longer than You Think?

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into various aspects of retirement planning, ...

Episode 239: Are You Overinvested in Bonds? The Retirement Math May Surprise You

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into various aspects of retirement planning, ...

Episode 233: Should You Worry About Social Security Running Out?

In Part 2 of this Live listener Q&A episode, Wade Pfau and Alex Murguia tackle several retirement planning topics, including ...

Episode 218: Is Social Security Really Running Out? What the 2026 Numbers Show

In this episode of Retire with Style, Alex and Wade explore the role of Social Security in retirement planning. They ...

Episode 204: How Your Retirement Style Shapes Your Social Security Strategy

In this episode, Alex and Wade unpack the complexities of Social Security claiming strategies, weighing the benefits of delaying versus ...

Episode 202: OBBBA and You, Part 2: The Deductions That Could Change Your Tax Bill

The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of ...

Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau tackle a range of financial planning questions ...

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